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TCW Flexible Income ETF (FLXR) Institutional Ownership

$39.01 +0.01 (+0.03%)
Closing price 05/23/2025 04:10 PM Eastern
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$39.01 0.00 (-0.01%)
As of 05/23/2025 04:18 PM Eastern
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Institutional Ownership Changes (13F Filings) for TCW Flexible Income ETF (NYSEARCA:FLXR)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$326.39M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$11.68M
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FLXR Institutional Buying and Selling by Quarter

TCW Flexible Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC43,800$1.72M0.0%+25.5%0.000%
5/15/2025 Royal Bank of Canada8,123$318K0.0%-71.3%0.000%
5/15/2025 Baird Financial Group Inc.42,937$1.68M0.0%N/A0.000%
5/14/2025 Napa Wealth Management20,493$803K0.5%-3.5%0.000%
5/13/2025 Francis Financial Inc.459,505$18.00M4.4%N/A0.000%
5/13/2025 Bridgewealth Advisory Group LLC10,925$428K0.6%+54.0%0.000%
5/12/2025 Cooper Financial Group12,800$501K0.1%+10.1%0.000%
5/9/2025 Cary Street Partners Investment Advisory LLC4,232$166K0.1%N/A0.000%
5/9/2025 Cary Street Partners Financial LLC1,147,345$44.94M1.4%+33.5%0.000%
5/9/2025 Thoroughbred Financial Services LLC12,909$505K0.0%-6.4%0.000%
5/9/2025 Argent Trust Co27,203$1.07M0.0%N/A0.000%
5/9/2025 PNC Financial Services Group Inc.1,367$54K0.0%+125.2%0.000%
5/8/2025 Pasadena Private Wealth LLC228,152$8.94M1.7%+1.8%0.000%
5/8/2025 CAP Partners LLC18,581$728K0.5%+17.9%0.000%
5/8/2025 Tandem Financial LLC44,007$1.72M1.9%+6.7%0.000%
5/8/2025 Mesirow Financial Investment Management Inc.14,728$577K0.0%N/A0.000%
5/8/2025 Arkadios Wealth Advisors15,641$613K0.0%-2.2%0.000%
5/7/2025 Frontier Asset Management LLC52,672$2.06M0.6%+150.4%0.000%
5/7/2025 LPL Financial LLC1,053,856$41.28M0.0%+78.8%0.000%
5/7/2025 BlueStem Wealth Partners LLC316,303$12.39M1.7%N/A0.000%
5/7/2025 White & Co Financial Planning Inc219,574$8.59M7.4%+3.1%0.000%
5/6/2025 Cetera Investment Advisers34,093$1.34M0.0%+1.8%0.000%
5/6/2025 AE Wealth Management LLC2,860$112K0.0%N/A0.000%
5/5/2025 Beckerman Institutional LLC51,127$2.00M1.5%N/A0.000%
5/5/2025 Hollencrest Capital Management2,560$100K0.0%+100.0%0.000%
5/2/2025 Concord Wealth Partners13,055$511K0.1%N/A0.000%
5/2/2025 Litman Gregory Wealth Management LLC5,230$205K0.0%-18.3%0.000%
5/2/2025 Tectonic Advisors LLC521,822$20.44M1.3%+5.0%0.000%
5/2/2025 Apollon Financial LLC5,720$224K0.1%N/A0.000%
5/2/2025 Leelyn Smith LLC63,819$2.50M0.4%-2.1%0.000%
5/1/2025 3EDGE Asset Management LP137,472$5.39M0.4%+127.6%0.000%
4/30/2025 M&T Bank Corp1,298,264$50.85M0.2%+17.1%0.000%
4/29/2025 Envestnet Asset Management Inc.903,751$35.40M0.0%+103.4%0.000%
4/28/2025 Rovin Capital UT ADV34,055$1.33M0.4%N/A0.000%
4/25/2025 WJ Wealth Management LLC149,036$5.84M2.1%N/A0.000%
4/23/2025 Oppenheimer & Co. Inc.25,221$988K0.0%+139.6%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.135,511$5.31M0.0%+22.9%0.000%
4/22/2025 Weaver Capital Management LLC385,644$15.11M4.0%+218.6%0.000%
4/21/2025 Envestnet Portfolio Solutions Inc.81,080$3.18M0.0%+23.4%0.000%
4/17/2025 Morton Capital Management LLC CA1,303,569$51.06M9.9%+5.1%0.000%
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4/17/2025 Exchange Traded Concepts LLC522,304$20.46M0.4%-16.8%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC28,741$1.13M0.0%N/A0.000%
4/10/2025 Peak Financial Advisors LLC148,996$5.84M3.0%N/A0.000%
2/20/2025 Michels Family Financial LLC7,778$301K0.3%N/A0.000%
2/17/2025 Napa Wealth Management21,236$821K0.4%N/A0.000%
2/17/2025 Cetera Investment Advisers33,490$1.30M0.0%-44.9%0.000%
2/17/2025 Captrust Financial Advisors3,753,977$145.20M0.4%+6.4%0.000%
2/17/2025 Cary Street Partners Financial LLC859,520$33.25M1.1%N/A0.000%
2/17/2025 Bank of America Corp DE58,048$2.25M0.0%N/A0.000%
2/14/2025 Jane Street Group LLC34,900$1.35M0.0%N/A0.000%
2/14/2025 Bridgewealth Advisory Group LLC7,095$275K0.1%N/A0.000%
2/14/2025 Stifel Financial Corp18,291$707K0.0%+7.0%0.000%
2/13/2025 Mariner LLC17,472$676K0.0%N/A0.000%
2/13/2025 Advisory Services Network LLC19,990$773K0.0%-1.9%0.000%
2/13/2025 Envestnet Asset Management Inc.444,225$17.18M0.0%+49.8%0.000%
2/12/2025 Thoroughbred Financial Services LLC13,794$533K0.0%+18.5%0.000%
2/12/2025 JPMorgan Chase & Co.2,597$100K0.0%-96.5%0.000%
2/12/2025 Ariadne Wealth Management LP37,389$1.45M0.7%N/A0.000%
2/11/2025 LPL Financial LLC589,359$22.80M0.0%+104.9%0.000%
2/10/2025 Leelyn Smith LLC65,177$2.52M0.4%N/A0.000%
2/10/2025 Envestnet Portfolio Solutions Inc.65,728$2.54M0.0%+18.1%0.000%
2/10/2025 Commonwealth Equity Services LLC19,053$737K0.0%+85.6%0.000%
2/10/2025 Hollencrest Capital Management1,280$50K0.0%N/A0.000%
2/7/2025 Frontier Asset Management LLC21,032$814K0.3%-48.8%0.000%
2/6/2025 Vantage Financial Partners LLC13,896$537K0.1%N/A0.000%
2/6/2025 M&T Bank Corp1,108,240$42.87M0.1%-4.2%0.000%
2/6/2025 Steward Partners Investment Advisory LLC36,830$1.43M0.0%+1,078.6%0.000%
2/5/2025 US Bancorp DE3,841$149K0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.10,526$407K0.0%N/A0.000%
2/3/2025 Pasadena Private Wealth LLC224,039$8.67M1.8%N/A0.000%
1/31/2025Global Retirement Partners LLC1,994$77K0.0%N/A0.000%
1/31/2025 3EDGE Asset Management LP60,409$2.34M0.1%N/A0.000%
1/30/2025 Principal Securities Inc.4,936$191K0.0%N/A0.000%
1/29/2025 CAP Partners LLC15,762$610K0.4%+12.6%0.000%
1/28/2025 Tandem Financial LLC41,234$1.60M1.7%N/A0.000%
1/27/2025 Tectonic Advisors LLC496,926$19.22M1.3%+8.7%0.000%
1/27/2025 Weaver Capital Management LLC121,037$4.68M1.3%N/A0.000%
1/23/2025 White & Co Financial Planning Inc212,874$8.23M7.0%N/A0.000%
1/22/2025 FSC Wealth Advisors LLC14,623$566K0.4%+6.4%0.000%
1/21/2025 Exchange Traded Concepts LLC627,755$24.28M0.5%N/A0.000%
1/16/2025 UMB Bank n.a.28,231$1.09M0.0%N/A0.000%
1/15/2025 Arkadios Wealth Advisors15,985$618K0.0%-3.1%0.000%
1/15/2025 Morton Capital Management LLC CA1,239,732$47.95M9.0%+2.1%0.000%
1/14/2025 Park Avenue Securities LLC6,081$235K0.0%N/A0.000%
1/3/2025 Versant Capital Management Inc5,534$214K0.0%N/A0.000%
12/26/2024 JPMorgan Chase & Co.74,618$2.97M0.0%N/A0.000%
11/19/2024 M&T Bank Corp1,156,777$46.05M0.2%+2.9%0.000%
11/18/2024 Arete Wealth Advisors LLC6,698$267K0.0%N/A0.000%
11/15/2024 M&T Bank Corp1,156,777$46.05M0.1%+2.9%0.000%
11/15/2024 Stifel Financial Corp17,102$681K0.0%N/A0.000%
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11/14/2024 Captrust Financial Advisors3,528,110$140.45M0.4%+6.5%0.000%
11/7/2024 CAP Partners LLC13,997$557K0.4%+8.5%0.000%
10/30/2024Cary Street Partners Asset Management LLC588,718$23.44M3.0%+64.5%0.000%
10/24/2024 Arkadios Wealth Advisors16,492$657K0.0%+6.2%0.000%
10/22/2024 Litman Gregory Wealth Management LLC6,404$255K0.0%-18.6%0.000%
10/22/2024 FSC Wealth Advisors LLC13,746$547K0.4%+5.0%0.000%
10/9/2024 Morton Capital Management LLC CA1,214,664$48.36M9.5%+13.9%0.000%
8/13/2024Capstone Triton Financial Group LLC8,954$342K0.2%N/A0.000%
8/8/2024 Envestnet Asset Management Inc.854,919$32.64M0.0%N/A0.000%
8/2/2024 Gries Financial LLC30,665$1.17M0.2%N/A0.000%
(Data available from 1/1/2016 forward)

FLXR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLXR shares?

During the previous two years, 66 institutional investors and hedge funds held shares of TCW Flexible Income ETF. The most heavily invested institutionals were Captrust Financial Advisors ($145.20M), Morton Capital Management LLC CA ($51.06M), M&T Bank Corp ($50.85M), Cary Street Partners Financial LLC ($44.94M), LPL Financial LLC ($41.28M), Envestnet Asset Management Inc. ($35.40M), and Cary Street Partners Asset Management LLC ($23.44M).Learn more on FLXR's institutional investors.

Which institutional investors have been buying TCW Flexible Income ETF stock?

Of the 63 institutional investors that purchased TCW Flexible Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($1.46M), Cary Street Partners Financial LLC ($1.15M), LPL Financial LLC ($766.21K), Exchange Traded Concepts LLC ($627.76K), Francis Financial Inc. ($459.51K), Captrust Financial Advisors ($441.44K), and Weaver Capital Management LLC ($385.64K).

How much institutional buying is happening at TCW Flexible Income ETF?

Institutional investors have bought a total of 8,389,029 shares in the last 24 months. This purchase volume represents approximately $326.39M in transactions.

Which TCW Flexible Income ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold TCW Flexible Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Exchange Traded Concepts LLC ($105.45K), JPMorgan Chase & Co. ($72.02K), M&T Bank Corp ($48.54K), Cetera Investment Advisers ($27.27K), Royal Bank of Canada ($20.18K), Frontier Asset Management LLC ($20.07K), and Litman Gregory Wealth Management LLC ($2.63K).

How much institutional selling is happening at TCW Flexible Income ETF?

Institutional investors have sold a total of 300,386 shares in the last 24 months. This volume of shares sold represents approximately $11.68M in transactions.



This page (NYSEARCA:FLXR) was last updated on 5/24/2025 by MarketBeat.com Staff
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